Harness for Employers

Offer a competitive, holistic financial wellness benefit to help your employees with their equity, retirement, and tax planning needs.

WHY HARNESS WEALTH

Empower your employees

  • Decrease employee financial anxiety: Recruit and retain employees across all income levels, and increase their productivity by helping with a major source of widespread personal and professional anxiety: their finances.
  • Provide a personalized external resource for common employee questions: Employees can seek out expert help from specialty advisers, not from the internal HR team or their managers.
  • Save money on payroll taxes: When your employees make better financial decisions, (e.g. investing more into a 401(k)), the company saves money as well.
  • Boost existing employee benefits: Your 401(k) plan, commuter benefits, HSA, etc. will all be more effective when employees are better equipped to understand how these offerings work and how they can take advantage of them.

OUR SERVICE

How it works

Harness Wealth has curated the best financial and tax advisory firms from across the country. We connect employees to the ones with experience custom to their needs and provide a modern, digital evaluation process to help you in your search.

  • 1. CREATE A PROFILE

    Employees complete their free profiles to let us know their financial goals, preferences, and major upcoming milestones.

  • 2. RECEIVE RECOMMENDATIONS

    Employees receive personalized recommendations about which financial and tax services they need and referrals to firms that are the most well-suited to them.

  • 3. MEET WITH ADVISORS

    Advisor meetings can happen over video, phone, or in person. Employees can decide which firm(s) they’d like to move forward with with guided help from a concierge.

First Year Fee Guarantee

Employees will not be charged an additional fee by Harness Wealth or our firms for using our service.

We also guarantee a 100% refund on first year fees if they are dissatisfied with their firm or adviser.
Terms and Conditions Apply.

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